WEALTH FINANCIAL ADVISOR C

Description

Position Summary: Develops commercial strategies for resource acquisition and allocation, advising on and managing investment portfolios in the securities market. Key Highlights: 1. Development of commercial strategies for resource acquisition and allocation 2. Advisory services and management of investment portfolios 3. Creation of customized portfolios for each client **Location:** MEXICO, Mexico City, MX **Category:** Administration **Requisition ID:** 121655 **WEALTH FINANCIAL ADVISOR C** At Banorte, we seek unique, strong, and extraordinary talent to drive the country’s transformation and innovation, becoming a powerful ally for robust growth alongside Mexico. We firmly believe that solidarity, innovation, respect, loyalty, and responsibility—combined—are the perfect formula to become the best team in the financial sector. **Position Objective:** Development of commercial strategies for resource acquisition and allocation. Each day, you will face **new and interesting challenges** in your role, for which you will be responsible: * Developing expertise in the securities market and brokerage house regulations. * Applying knowledge to advise on and manage investment portfolios, implementing strategies in the money market and capital market. * Establishing financial strategies to create customized portfolios for each of our clients. **Requirements:** * **Professional Education:** Bachelor’s degree in Economics, Finance, or related field. * **Years of Experience:** 3 or more years. * **Areas of Experience:** Brokerage houses, banks, or the financial sector in general. * **Required Knowledge:** Knowledge of the securities market (funds, money market, and capital market); **mandatory** possession of the AMIB Figure 3 certification, as well as advanced proficiency in Microsoft Office software. * **Languages:** English * **Willingness to Travel:** NO * **Willingness to Relocate:** NO At Banorte, we operate under a principle of equal opportunity. Therefore, we do not discriminate based on age, ethnic origin, nationality, gender, sexual orientation, marital status, social condition, health status, religious beliefs, political doctrine, or disability.